Aew Capital Management Inc.
Aew Capital Management Inc. reported 38 US-listed holdings worth $1.56 billion in its 13F for the quarter ended 30 September 2026, filed 5 November 2026. Its largest: Welltower Inc. (17.2%), Prologis, Inc. (8.7%) and Equinix Inc. (7.7%).
Reported holdings$1.56B
Positions38
The largest ten70.1%of its reported holdings
Latest 13FQ3 2026filed 5 November 2026
The 14 largest of its 38 positions, each sized by its share of the reported holdings.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Welltower Inc. WELL | 1.2M | $268.0 million | 17.19% | |
| Prologis, Inc. PLD | 1.1M | $136.4 million | 8.75% | |
| Equinix Inc. EQIX | 119.3K | $120.7 million | 7.74% | |
| Vivmark Residential VMRK | 1.7M | $105.7 million | 6.78% | |
| Digital Realty Trust, Inc. DLR | 490.8K | $86.2 million | 5.53% | |
| CubeSmart CUBE | 2.3M | $85.1 million | 5.45% | |
| Essex Property Trust, Inc. ESS | 310.8K | $83.7 million | 5.37% | |
| Simon Property Group Inc. SPG | 412.1K | $82.7 million | 5.31% | |
| Brixmor Property Group Inc. BRX | 2.3M | $64.8 million | 4.15% | |
| Broadstone Net Lease, Inc. BNL | 3.2M | $59.3 million | 3.81% | |
| Vici Properties Inc. VICI | 2.4M | $54.2 million | 3.48% | |
| Curbline Properties Corp. CURB | 1.9M | $52.3 million | 3.36% | |
| LXP Industrial Trust LXP | 772.8K | $47.1 million | 3.02% | |
| American Homes 4 Rent AMH | 1.5M | $45.2 million | 2.90% | |
| Realty Income Corp. O | 829.3K | $45.0 million | 2.89% | |
| Blackstone Digital Infrastru BXDC | 2.1M | $37.0 million | 2.37% | |
| Cousins Properties Inc. CUZ | 1.3M | $36.1 million | 2.32% | |
| Public Storage PSA | 120.2K | $34.0 million | 2.18% | |
| Highwoods Properties, Inc. HIW | 1.2M | $33.8 million | 2.17% | |
| Pebblebrook Hotel Trust PEB | 1.7M | $31.8 million | 2.04% | |
| Invitation Homes Inc. INVH | 341.1K | $9.0 million | 0.58% | |
| Sun Communities Inc. SUI | 76.9K | $8.5 million | 0.55% | |
| Mid-America Apartment Communities, Inc. MAA | 70.2K | $8.3 million | 0.53% | |
| Equity Lifestyle Properties Inc. ELS | 98.9K | $5.8 million | 0.37% | |
| Camden Property Trust CPT | 56.7K | $5.5 million | 0.35% | |
| Ventas, Inc. VTR | 54.4K | $4.6 million | 0.30% | |
| Udr, Inc. UDR | 124.7K | $4.2 million | 0.27% | |
| Independence Realty Trust, Inc. IRT | 76.8K | $1.1 million | 0.07% | |
| Janus Living, Inc. JAN | 20.1K | $596,985 | 0.04% | |
| Eastgroup Properties Inc. EGP | 2.4K | $466,179 | 0.03% | |
| Iron Mountain Inc. IRM | 4.0K | $443,800 | 0.03% | |
| Kilroy Realty Corp. KRC | 13.0K | $431,279 | 0.03% | |
| Vornado Realty Trust VNO | 12.6K | $427,091 | 0.03% | |
| Rexford Industrial Realty, Inc. REXR | 9.1K | $331,544 | 0.02% | |
| American Tower Corp. AMT | 1.9K | $302,827 | 0.02% | |
| Tanger Inc. SKT | 5.1K | $173,627 | 0.01% | |
| Stag Industrial, Inc. STAG | 2.5K | $87,806 | 0.01% | |
| Pebblebrook Hotel Trust PEBPRE | 3.0K | $58,312 | 0.00% |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.